Robert Perry
Robert Perry is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Bonita Springs, FL, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
27975 Old 41 Rd, Suite 211, Bonita Springs, FL, 34135
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Regulatory History (1)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Robert works as an employee at an insurance brokerage, focusing on insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company, dedicating nearly full-time hours to this. Robert also owns Triton Harbor Distribution, LLC, an online retail sales business, spending minimal time on it.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.